The Tax-free Retirement Podcast (Axios Capital Strategies)

Portfolio Resiliency & The Retirement Red Zone 10-25-25


Listen Later

A confluence of factors must come together to create a resilient portfolio:

1. Market risk mitigation

2. Income predictability and maximization

3. Tax-efficiency

When all three come together in harmony, the result is a resilient portfolio that can withstand many of the toughest challenges retirees face. In this episode, we dive in elements to make your portfolio more resilient as well as discuss the importance of the critical "Retirement Red Zone". 

...more
View all episodesView all episodes
Download on the App Store

The Tax-free Retirement Podcast (Axios Capital Strategies)By Axios Capital Stategies